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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1476	WA Wheatland Advisors Lancaster, Pennsylvania	$262K	$0	1	0.27%	Maintained
1477	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$260K	$0	1	0.16%	Maintained
1478	CBN Cadence Bank NA Houston, Texas	$256K	-$599K	1	0.14%	Reduced
1479	AB AT Bancorp Dubuque, Iowa	$248K	$0	1	0.07%	Maintained
1480	SFM Signet Financial Management Parsippany, New Jersey	$248K	-$57.5K	1	0.05%	Reduced
1481	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$247K	-$731	9	0.12%	Reduced
1482	WI Wedgewood Investors Erie, Pennsylvania	$247K	-$24.4K	1	0.25%	Reduced
1483	AB Atlas Brown Louisville, Kentucky	$245K	-$761	1	0.16%	Reduced
1484	BCM BTR Capital Management Oakland, California	$245K	$0	1	0.06%	Maintained
1485	Covington Capital Management Los Angeles, California	$244K	-$4.14K	1	0.02%	Reduced
1486	Heritage Wealth Advisors Richmond, Virginia	$243K	+$33.1K	1	0.2%	Increased
1487	Todd Asset Management Louisville, Kentucky	$241K	+$251K	1	0.01%	New
1488	FIB First Interstate Bank Billings, Montana	$240K	-$1.8K	5	0.05%	Reduced
1489	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$238K	-$14K	1	0.12%	Reduced
1490	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$237K	$0	1	0.12%	Maintained
1491	WIM Wilen Investment Management Bonita Springs, Florida	$237K	$0	1	0.17%	Maintained
1492	RW Rand Wealth Baltimore, Maryland	$236K	-$176K	1	0.03%	Reduced
1493	EPM Equitec Proprietary Markets Chicago, Illinois	$235K	+$200K	1	0.01%	Increased
1494	OAM Origin Asset Management London, United Kingdom	$234K	+$26K	1	0.02%	Increased
1495	HM Payson & Co Portland, Maine	$231K	-$36.8K	1	0.01%	Reduced
1496	CFA Camarda Financial Advisors Fleming Island, Florida	$230K	+$215K	2	0.14%	Increased
1497	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$229K	-$168K	4	0.05%	Reduced
1498	CBU CIBC Bank USA Chicago, Illinois	$227K	-$10.4K	1	0.04%	Reduced
1499	AT Argent Trust San Antonio, Texas	$226K	+$235K	1	0.07%	New
1500	PTA Pear Tree Advisors Lincoln, Massachusetts	$225K	+$29K	2	0.09%	Increased